Equity & Gold: A 2-in-1 strategy aiming to balance risk and return for long-term growth.
Investment Rationale
This model portfolio seeks to blend Largecap and Midcap equities with gold, which aims to provide a strategic method to balance risk while seeking growth in one’s investment portfolio.
The exposure is taken with the help of two mutual funds of Zerodha Mutual Fund:
a) Zerodha Nifty LargeMidcap 250 Index Fund – A simple index fund which provides equal exposure to both large and midcap segments.
b) Zerodha Gold ETF FoF – A simple fund to take gold exposure which has historically provided a hedge against market volatility.
